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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,578 | $160,028-80.9% | $147,080-79.2% | $145,884-79.0% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.2%-69.7pp | 80.3%-67.8pp |
| Annual return | 18.60% | 98.60%-80.0pp | 420.17%-401.6pp | 551.85%-533.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,263 | $8,422-49.4% | $8,066-47.2% | $6,690-36.3% |
| Admin fee / account holder | $16,857 | $15,030+12.2% | $12,989+29.8% | $13,392+25.9% |